SPDR S&P Midcap 400 ETF Trust
MDY- 交易所
- NYSE
- SEC CIK
- 0000936958
近 90 天，SPDR S&P Midcap 400 ETF Trust 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 1,542 家機構在 13F 申報持有，市值合計 $173.3 億；沒有大師持有。
2025 年第 4 季 13F 持有人
SPDR S&P Midcap 400 ETF Trust 在 2025/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,438
- 較 2025 年第 3 季 +95 家
- 持有股數
- 2,551 萬
- 較 2025 年第 3 季 −7.43 萬 (−0.3%)
- 總市值
- $153.2 億
- 較 2025 年第 3 季 +$3.64 億 (+2.4%)
- 新進機構
- 152
- 另有 356 家加碼
- 清倉機構
- 57
- 另有 491 家減碼
另有 26 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 MDY 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,542 | $173.3 億 |
| 2026 年第 1 季 | 1,455 | $153.1 億 |
| 2025 年第 4 季 | 1,438 | $153.2 億 |
| 2025 年第 3 季 | 1,369 | $150.4 億 |
| 2025 年第 2 季 | 1,351 | $142.0 億 |
| 2025 年第 1 季 | 1,361 | $133.9 億 |
| 2024 年第 4 季 | 1,409 | $150.9 億 |
| 2024 年第 3 季 | 1,319 | $140.5 億 |
| 2024 年第 2 季 | 1,293 | $131.8 億 |
| 2024 年第 1 季 | 1,297 | $139.3 億 |
| 2023 年第 4 季 | 1,235 | $138.6 億 |
| 2023 年第 3 季 | 1,159 | $125.5 億 |
| 2023 年第 2 季 | 1,155 | $118.9 億 |
| 2023 年第 1 季 | 1,137 | $113.0 億 |
| 2022 年第 4 季 | 1,147 | $110.6 億 |
| 2022 年第 3 季 | 1,052 | $95.4 億 |
| 2022 年第 2 季 | 1,040 | $101.5 億 |
| 2022 年第 1 季 | 1,101 | $122.0 億 |
| 2021 年第 4 季 | 1,127 | $136.8 億 |
| 2021 年第 3 季 | 1,023 | $123.9 億 |
| 2021 年第 2 季 | 1,037 | $128.4 億 |
| 2021 年第 1 季 | 1,026 | $122.7 億 |
2025 年第 4 季持有機構
每家機構持有 SPDR S&P Midcap 400 ETF Trust 的股數、市值與佔組合比重；股數變化跟 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| NewEdge Wealth, LLC | 11,338 | $684.0 萬 | 0.08% | +9,326+463.5% | 加碼 |
| Private Advisor Group, LLC | 11,337 | $683.9 萬 | 0.03% | −255−2.2% | 減碼 |
| Lodestar Private Asset Management LLC | 11,325 | $683.2 萬 | 0.69% | +344+3.1% | 加碼 |
| Linscomb & Williams, Inc. | 11,289 | $681.0 萬 | 0.29% | +9+0.1% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 11,235 | $677.8 萬 | 0.09% | +10,858+2,880.1% | 加碼 |
| Community Bank, N.A. | 11,199 | $675.6 萬 | 0.80% | −342−3.0% | 減碼 |
| First Horizon Corp | 11,176 | $674.2 萬 | 0.30% | −106−0.9% | 減碼 |
| Hanover Advisors Inc | 11,127 | $671.3 萬 | 2.61% | −245−2.2% | 減碼 |
| Sanctuary Advisors, LLC | 11,015 | $664.5 萬 | 0.04% | +1,938+21.4% | 加碼 |
| Latigo Investments, LLC | 10,962 | $661.3 萬 | 3.25% | 00.0% | 不變 |
| Goelzer Investment Management, Inc. | 10,874 | $656.0 萬 | 0.30% | −97−0.9% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 10,832 | $653.5 萬 | 0.45% | +30+0.3% | 加碼 |
| Diversified Management Inc | 10,762 | $649.3 萬 | 1.52% | +10,762 | 新進 |
| CIBC Private Wealth Group, LLC | 10,721 | $646.8 萬 | 0.01% | −443−4.0% | 減碼 |
| Winter & Associates, Inc. | 10,708 | $646.0 萬 | 5.97% | +10,708 | 新進 |
| Madison Park Capital Advisors, LLC | 10,679 | $644.2 萬 | 5.23% | +105+1.0% | 加碼 |
| Lynx Capital Group Ltd | 10,603 | $639.7 萬 | 2.93% | +41+0.4% | 加碼 |
| Palisade Asset Management, LLC | 10,451 | $630.5 萬 | 0.61% | +8+0.1% | 加碼 |
| Jones Financial Companies LLLP | 10,437 | $629.6 萬 | 0.00% | +556+5.6% | 加碼 |
| Hopwood Financial Services, Inc. | 10,401 | $627.5 萬 | 4.42% | −65−0.6% | 減碼 |
| G&S Capital LLC | 10,387 | $626.6 萬 | 2.21% | +67+0.6% | 加碼 |
| Retirement Income Solutions, Inc | 10,323 | $622.8 萬 | 1.06% | −96−0.9% | 減碼 |
| Adirondack Trust Co | 10,308 | $621.8 萬 | 2.05% | −160−1.5% | 減碼 |
| Leavell Investment Management, Inc. | 10,266 | $621.6 萬 | 0.26% | −82−0.8% | 減碼 |
| Newport Capital Group, LLC | 10,284 | $621.2 萬 | 3.80% | +214+2.1% | 加碼 |
| Arbor Trust Wealth Advisors, LLC | 10,234 | $619.7 萬 | 2.71% | −3,013−22.7% | 減碼 |
| Summit Financial, LLC | 10,229 | $619.3 萬 | 0.09% | −70−0.7% | 減碼 |
| Daymark Wealth Partners, LLC | 10,216 | $616.3 萬 | 0.20% | −84−0.8% | 減碼 |
| Diversified Portfolios, Inc. | 10,065 | $607.2 萬 | 0.51% | −308−3.0% | 減碼 |
| RBF Capital, LLC | 10,000 | $603.3 萬 | 0.28% | 00.0% | 不變 |
| Wilmar Advisors LLC | 10,000 | $603.3 萬 | 4.71% | 00.0% | 不變 |
| Private Wealth Asset Management, LLC | 9,947 | $600.1 萬 | 0.65% | +22+0.2% | 加碼 |
| Allworth Financial LP | 9,857 | $594.7 萬 | 0.02% | −1,457−12.9% | 減碼 |
| Central Trust Co | 9,710 | $585.8 萬 | 0.11% | −62−0.6% | 減碼 |
| Harbour Investments, Inc. | 9,709 | $585.7 萬 | 0.12% | +214+2.3% | 加碼 |
| Equitable Holdings, Inc. | 9,703 | $585.4 萬 | 0.04% | +2,732+39.2% | 加碼 |
| Oppenheimer Asset Management Inc. | 9,648 | $582.0 萬 | 0.07% | +9,012+1,417.0% | 加碼 |
| Atria Investments LLC | 9,645 | $581.8 萬 | 0.07% | +3,581+59.1% | 加碼 |
| Merit Financial Group, LLC | 9,627 | $580.8 萬 | 0.05% | +383+4.1% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 9,602 | $579.2 萬 | 0.04% | +158+1.7% | 加碼 |
| Sageworth Trust Co | 9,569 | $577.3 萬 | 0.25% | 00.0% | 不變 |
| Ti-Trust, Inc | 9,456 | $570.5 萬 | 3.52% | +10+0.1% | 加碼 |
| Fifth Third Securities, Inc. | 9,433 | $569.1 萬 | 0.37% | −158−1.6% | 減碼 |
| Laird Norton Trust Company, LLC | 9,371 | $567.4 萬 | 0.12% | +9,371 | 新進 |
| Change Path, LLC | 9,367 | $565.1 萬 | 0.14% | +803+9.4% | 加碼 |
| Barrett & Company, Inc. | 9,277 | $559.7 萬 | 1.87% | −20−0.2% | 減碼 |
| Motco | 9,266 | $559.0 萬 | 0.51% | −79−0.8% | 減碼 |
| Resonant Capital Advisors, LLC | 9,198 | $556.9 萬 | 0.31% | +15+0.2% | 加碼 |
| Paller Financial Services Inc | 9,183 | $554.0 萬 | 4.44% | +9,183 | 新進 |
| Balboa Wealth Partners | 9,177 | $553.6 萬 | 0.92% | −12−0.1% | 減碼 |
| Modera Wealth Management, LLC | 9,118 | $550.1 萬 | 0.06% | −136−1.5% | 減碼 |
| Firestone Capital Management | 9,031 | $544.8 萬 | 1.16% | −189−2.0% | 減碼 |
| Peak Asset Management, LLC | 8,832 | $532.8 萬 | 0.91% | −280−3.1% | 減碼 |
| HSBC Holdings PLC | 8,685 | $524.5 萬 | 0.00% | +6,097+235.6% | 加碼 |
| Flputnam Investment Management Co | 8,654 | $522.1 萬 | 0.08% | −258−2.9% | 減碼 |
| Gotham Asset Management, LLC | 8,638 | $521.1 萬 | 0.02% | 00.0% | 不變 |
| Millennium Management LLC | 8,575 | $517.3 萬 | 0.00% | −26,852−75.8% | 減碼 |
| Meridian Investment Counsel Inc. | 8,565 | $516.7 萬 | 1.24% | −106−1.2% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 8,508 | $515.1 萬 | 0.13% | −87−1.0% | 減碼 |
| Bank of New Hampshire | 8,526 | $514.4 萬 | 1.16% | −280−3.2% | 減碼 |
| Cape Cod Five Cents Savings Bank | 9,002 | $512.8 萬 | 0.48% | 00.0% | 不變 |
| AMG National Trust Bank | 8,454 | $510.0 萬 | 0.12% | +50+0.6% | 加碼 |
| Nicollet Investment Management, Inc. | 8,448 | $509.7 萬 | 1.61% | +7,214+584.6% | 加碼 |
| David Loasby | 8,023 | $507.3 萬 | 0.34% | +961+13.6% | 加碼 |
| Financial Engines Advisors L.L.C. | 8,313 | $501.5 萬 | 0.01% | +330+4.1% | 加碼 |
| Apollon Wealth Management, LLC | 8,301 | $500.8 萬 | 0.09% | +204+2.5% | 加碼 |
| North Star Investment Management Corp. | 8,296 | $500.5 萬 | 0.31% | +121+1.5% | 加碼 |
| Colorado Capital Management, Inc. | 8,200 | $494.7 萬 | 1.86% | −219−2.6% | 減碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 8,104 | $488.9 萬 | 1.63% | +58+0.7% | 加碼 |
| Highview Capital Management LLC | 8,094 | $488.3 萬 | 1.72% | −99−1.2% | 減碼 |
| RFG Advisory, LLC | 8,034 | $484.7 萬 | 0.09% | +2,694+50.4% | 加碼 |
| Crestwood Advisors Group LLC | 8,005 | $482.9 萬 | 0.08% | −610−7.1% | 減碼 |
| Bokf, NA | 7,980 | $481.4 萬 | 0.07% | −1,013−11.3% | 減碼 |
| Bay Rivers Group | 7,972 | $480.9 萬 | 1.94% | +77+1.0% | 加碼 |
| Fifth Third Bancorp | 7,898 | $476.5 萬 | 0.02% | −360−4.4% | 減碼 |
| Haverford Trust Co | 7,888 | $475.9 萬 | 0.04% | +116+1.5% | 加碼 |
| Prospera Financial Services Inc | 7,877 | $475.2 萬 | 0.08% | +215+2.8% | 加碼 |
| Intrepid Financial Planning Group LLC | 7,712 | $465.3 萬 | 1.77% | +75+1.0% | 加碼 |
| Associated Banc-Corp | 7,682 | $463.4 萬 | 0.12% | −860−10.1% | 減碼 |
| NorthCrest Asset Manangement, LLC | 7,476 | $463.0 萬 | 0.10% | +211+2.9% | 加碼 |
| Perigon Wealth Management, LLC | 7,644 | $461.1 萬 | 0.08% | +20+0.3% | 加碼 |
| Williams Jones Wealth Management, LLC. | 7,608 | $459.0 萬 | 0.05% | −93−1.2% | 減碼 |
| GWM Advisors LLC | 7,573 | $456.9 萬 | 0.02% | +915+13.7% | 加碼 |
| Smith Chas P & Associates Pa Cpas | 7,568 | $456.6 萬 | 0.24% | +968+14.7% | 加碼 |
| KMG Fiduciary Partners, LLC | 7,555 | $455.8 萬 | 0.32% | −20.0% | 減碼 |
| Beacon Pointe Advisors, LLC | 7,515 | $453.4 萬 | 0.03% | −197−2.6% | 減碼 |
| Evensky & Katz LLC | 7,508 | $453.0 萬 | 0.26% | +43+0.6% | 加碼 |
| Breakwater Capital Group | 7,504 | $452.7 萬 | 0.63% | −468−5.9% | 減碼 |
| Sonata Capital Group Inc | 7,438 | $448.7 萬 | 1.62% | −44−0.6% | 減碼 |
| Fidelis Capital Partners, LLC | 7,340 | $442.8 萬 | 0.32% | −12−0.2% | 減碼 |
| Midwest Financial Group LLC | 7,330 | $442.2 萬 | 1.95% | −1,252−14.6% | 減碼 |
| Keybank National Association | 7,327 | $442.0 萬 | 0.02% | +78+1.1% | 加碼 |
| Yousif Capital Management, LLC | 6,969 | $439.9 萬 | 0.05% | −4,795−40.8% | 減碼 |
| JMG Financial Group, Ltd. | 7,053 | $425.5 萬 | 0.12% | 00.0% | 不變 |
| U.S. Capital Wealth Advisors, LLC | 6,989 | $421.6 萬 | 0.11% | −34−0.5% | 減碼 |
| Fifth Third Wealth Advisors LLC | 6,934 | $418.3 萬 | 0.15% | +13+0.2% | 加碼 |
| Mayflower Financial Advisors, LLC | 6,923 | $417.6 萬 | 0.51% | −1,797−20.6% | 減碼 |
| Ballentine Partners, LLC | 6,816 | $411.2 萬 | 0.06% | 00.0% | 不變 |
| Davis R M Inc | 6,807 | $410.7 萬 | 0.07% | −120−1.7% | 減碼 |
| Houlihan Financial Resource Group, Ltd. | 6,647 | $408.3 萬 | 1.55% | +3,440+107.3% | 加碼 |